Chit Chat Stocks

By Chit Chat StocksBusiness Investing

Favorites
94
Followers
Typical duration
66 min
per episode

Based on Podcast App listening data

Chit Chat Stocks episodes

February 20 Airbnb and Remitly Earnings; Buffett's Last 13F; Opportunity at Adyen? $ABNB $RELY $SFM
The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed:

(00:00) Introduction
(04:29) Airbnb's Growth and Strategy
(16:16) Remitly's Performance and CEO Transition
(25:25) AI in Software: A Discussion
(32:40) Quality Stocks Watchlist
(37:02) Adyen's Activist Letter
(43:55) Reddit's Business Model and Market Position
(49:46) The Wall of Worry in Software Companies
(51:45) Berkshire Hathaway's Strategic Moves
(55:53) DoorDash and the Laziness Economy
(01:00:49) Robinhood's New Venture Fund

*****************************************************
Subscribe to Emerging Moats Research: emergingmoats.com
*********************************************************************
Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today:
https://www.interactivebrokers.com/
Interactive Brokers is a member of SIPC.
*********************************************************************
Fiscal.ai is building the future of financial data.
With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price.
Use our LINK and get 15% off any premium plan: ⁠https://fiscal.ai/chitchat
*********************************************************************
Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.

Learn more about your ad choices. Visit megaphone.fm/adchoices
1 hr 7 min
February 18 Is Zoom Sitting On Billions In Anthropic Gains? Plus, Why The Business Can Thrive During The AI Revolution, With Sean Emory (Ticker: ZM)
On this episode of Chit Chat Stocks, we speak with Sean Emory, founder and CIO of Avory & Co, about Zoom Communications (Ticker: ZM). We discuss:

(00:00) Introduction
(11:23) Zoom's Business Model Evolution
(20:50) AI Integrations
(26:36) Anthropic Investment
(32:18) AI's Dominance Over Software
(39:09) The Impact of COVID on Zoom's Growth
(42:25) Zoom's Pricing Power and Market Position
(45:48) Capital Returns and Buyback Strategies
(51:40) Valuation
(55:31) Misunderstandings About Zoom's Business Model

FOUNDATIONAL EQUITIES ETF: https://avoryfunds.com/

*****************************************************
Sign up for our stock research service, Emerging Moats: emergingmoats.com
*********************************************************************
Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today:
https://www.interactivebrokers.com/
Interactive Brokers is a member of SIPC.
*********************************************************************
Fiscal.ai is building the future of financial data.
With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price.
Use our LINK and get 15% off any premium plan: ⁠https://fiscal.ai/chitchat
*********************************************************************
Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.

Learn more about your ad choices. Visit megaphone.fm/adchoices
1 hr 2 min
February 13 Alphabet's Mega Debt Offering; Oscar Health and Spotify Earnings; Value Play Or Value Trap?
The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed:

(00:00) Introduction
(03:02) Analyzing Monday.com
(11:04) Big Tech and AI: Alphabet's Bond Issuance
(21:32) Value Play or Value Trap
(36:32) AI Disruption in Consulting
(41:13) Earnings Insights: Oscar and Spotify
(53:31) The Rise and Fall of Tai Lopez
(59:11) Listener Questions and Market Insights

*****************************************************
Subscribe to Emerging Moats Research: emergingmoats.com
*********************************************************************
Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today:
https://www.interactivebrokers.com/
Interactive Brokers is a member of SIPC.
*********************************************************************
Fiscal.ai is building the future of financial data.
With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price.
Use our LINK and get 15% off any premium plan: ⁠https://fiscal.ai/chitchat
*********************************************************************
Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.

Learn more about your ad choices. Visit megaphone.fm/adchoices
1 hr 7 min
February 11 Will AI Kill Constellation Software? With Drew Cohen From Speedwell Research (Ticker: CSU)
On this episode of Chit Chat Stocks, we speak with Drew Cohen of Speedwell Research about Constellation Software (Ticker: CSU). The stock is in a deep drawdown, its largest ever. We discuss:

(00:00) Introduction
(03:50) Understanding Constellation Software's Business Model
(06:40) The Bear Case: AI Disruption and Market Concerns
(15:45) Acquisition Strategy
(19:45) Leadership Transition and Its Implications
(28:29) Cultural Impact and Decentralization in Business
(29:04) AI's Influence on Acquisition Strategies
(31:48) Valuation Metrics and Market Perception
(35:51) Stock Buyback?
(43:11) The Unique Culture of Constellation Software

Speedwell Research: https://speedwellresearch.com/

*****************************************************
Sign up for our stock research service, Emerging Moats: emergingmoats.com
*********************************************************************
Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today:
https://www.interactivebrokers.com/
Interactive Brokers is a member of SIPC.
*********************************************************************
Fiscal.ai is building the future of financial data.
With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price.
Use our LINK and get 15% off any premium plan: ⁠https://fiscal.ai/chitchat
*********************************************************************
Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.

Learn more about your ad choices. Visit megaphone.fm/adchoices
52 min
February 06 Amazon and Alphabet's Capex Ramp; SpaceX and xAI MegaMerger; Software Stock Meltdown $AMZN $GOOG
The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed:

(00:00) Introduction
(01:09) The Software Stock Meltdown
(04:51) Valuations and Market Reactions
(13:46) Amazon Earnings Analysis
(19:17) Alphabet's earnings
(27:34) The AI Landscape
(38:41) Bitcoin's Volatility and Market Sentiment
(48:15) SpaceX and XAI Merger Discussion
(57:30) Quick Hits: Earnings and Market Trends

*****************************************************

Subscribe to Emerging Moats Research: emergingmoats.com

*********************************************************************
Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today:
https://www.interactivebrokers.com/
Interactive Brokers is a member of SIPC.
*********************************************************************
Fiscal.ai is building the future of financial data.
With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price.
Use our LINK and get 15% off any premium plan: ⁠https://fiscal.ai/chitchat
*********************************************************************
Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.

Learn more about your ad choices. Visit megaphone.fm/adchoices
1 hr 11 min
February 04 Sezzle: Why This BNPL Stock Has Multibagger Potential (Ticker: SEZL)
On this episode of Chit Chat Stocks, we speak with first-time guest Marc from Manu Invests on BNPL provider Sezzle. We discuss:

(00:00) Introduction
(01:57) Understanding Sezzle's Business Model
(03:35) The Appeal of Buy Now Pay Later
(05:50) Sezzle's Unique Position in the Market
(09:24) Sezzle's Business History and Stock Performance
(13:00) Keys to Sezzle's Profitability
(15:21) Merchant Preferences and Sezzle's Strategy
(17:50) The State of the BNPL Industry
(21:20) Personal Insights on BNPL vs. Credit Cards
(26:34) Understanding Sezzle's Financial Growth
(27:01) Sezzle's Financial Performance and Growth Strategy
(31:30) Sezzle's Future: Market Positioning and Consumer Trends
(36:36) User Experience and App Functionality
(38:53) Valuation Insights and Growth Potential
(44:18) Risks and Challenges in the BNPL Market
(49:54) Misconceptions About Sezzle and BNPL

Manu Invests: https://manuinvests.substack.com/

*****************************************************
Sign up for our stock research service, Emerging Moats: emergingmoats.com
*********************************************************************
Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today:
https://www.interactivebrokers.com/
Interactive Brokers is a member of SIPC.
*********************************************************************
Fiscal.ai is building the future of financial data.
With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price.
Use our LINK and get 15% off any premium plan: ⁠https://fiscal.ai/chitchat
*********************************************************************
Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.

Learn more about your ad choices. Visit megaphone.fm/adchoices
57 min
January 30 Meta, Microsoft, and Tesla; Silver/Gold and Dollar Debasement; Burry's Wild GameStop Pitch $GME
The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed:

(00:00) Introduction
(01:37) Microsoft's Earnings Breakdown
(04:18) CapEx and Cloud Commitments
(10:08) Meta's Earnings
(12:38) Tesla's Earnings
(28:18) Investments in AI
(33:59) The State of the Automotive Market
(36:04) Tesla's Valuation and Future Prospects
(40:33) The Musk Empire and Its Financial Maneuvering
(43:23) ASML's Growth and Market Position
(46:14) GameStop and Michael Burry's Investment Philosophy
(50:50) Small Cap Insights: Vital Farms
(55:03) The Surge of Silver and Gold Prices
(01:03:58) Meme Stocks and Market Speculation

*****************************************************
Subscribe to Emerging Moats Research: emergingmoats.com
*********************************************************************
Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today:
https://www.interactivebrokers.com/
Interactive Brokers is a member of SIPC.
*********************************************************************
Fiscal.ai is building the future of financial data.
With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price.
Use our LINK and get 15% off any premium plan: ⁠https://fiscal.ai/chitchat
*********************************************************************
Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.

Learn more about your ad choices. Visit megaphone.fm/adchoices
1 hr 9 min
January 28 Bill Miller: The Bitcoin and Amazon Billionaire
On this episode of Chit Chat Stocks, Brett and Ryan dive into the career of investing legend Bill Miller. We discuss:

(00:00) Introduction
(03:40) Bill Miller's Unique Investment Style and Background
(07:51) Case Study 1: Dell Computer
(18:28) Case Study 2: The Great Financial Crisis and Major Missteps
(30:22) Case Study 3: Amazon
(47:27) Case study 4: Bitcoin
(53:59) Lessons from Bill Miller's Investment Philosophy

*****************************************************
Sign up for our stock research service, Emerging Moats: emergingmoats.com
*********************************************************************
Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today:
https://www.interactivebrokers.com/
Interactive Brokers is a member of SIPC.
*********************************************************************
Fiscal.ai is building the future of financial data.
With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price.
Use our LINK and get 15% off any premium plan: ⁠https://fiscal.ai/chitchat
*********************************************************************
Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.

Learn more about your ad choices. Visit megaphone.fm/adchoices
1 hr 1 min
January 23 SpaceX and OpenAI Prepare Monster IPOs; Netflix + Wise Earnings; A New Micro Cap Defense Play
(We talk about SpaceX at the very end of the episode)

The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed:

(00:00) Introduction
(04:46) Analyzing Wise's Impressive Earnings
(14:56) Intel's Role in the AI Era
(25:35) Interactive Brokers: A Business Powerhouse
(33:46) Netflix's Strategic Shifts in Streaming
(40:31) Netflix's Strategic Moves and Content Integration
(45:31) Advertising Revenue and Market Dynamics
(50:09) Exploring a new micro cap
(01:03:26) PayPal's Acquisition

*****************************************************

Subscribe to Emerging Moats Research: emergingmoats.com

*********************************************************************
Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today:
https://www.interactivebrokers.com/
Interactive Brokers is a member of SIPC.
*********************************************************************
Fiscal.ai is building the future of financial data.
With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price.
Use our LINK and get 15% off any premium plan: ⁠https://fiscal.ai/chitchat
*********************************************************************
Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.

Learn more about your ad choices. Visit megaphone.fm/adchoices
1 hr 12 min
January 21 Uber Stock: Why This Investor Thinks There Is Still Massive Upside From Here (Ticker: UBER)
On this episode of Chit Chat Stocks, Aria Radnia stops by to discuss his thesis on Uber (Ticker: UBER). We discuss:

(00:00) Introduction
(02:24) Understanding Uber's Revenue Streams
(03:51) Geographic Diversification and Growth Opportunities
(08:15) The Autonomous Vehicle Threat and Opportunity
(30:17) Profitability of Uber Eats
(31:03) Uber's Expansion into Grocery and Retail
(33:36) Advertising Revenue: A Key to Profitability
(37:43) Exploring Uber's Moonshot Projects
(42:51) Uber's Investment Portfolio and Market Penetration
(49:18) Valuation Insights and Future Growth

Aria's Twitter: https://x.com/QualityInvest5

Aria's YouTube: https://www.youtube.com/@QualityInvest5

*****************************************************

Sign up for our stock research service, Emerging Moats: emergingmoats.com

*********************************************************************
Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today:
https://www.interactivebrokers.com/
Interactive Brokers is a member of SIPC.
*********************************************************************
Fiscal.ai is building the future of financial data.
With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price.
Use our LINK and get 15% off any premium plan: ⁠https://fiscal.ai/chitchat
*********************************************************************
Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.

Learn more about your ad choices. Visit megaphone.fm/adchoices
1 hr